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Legato Capital Management’s WEC Energy WEC Stock Holding History

Legato Capital Management’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Sell
9,633
-11,351
-54% -$1.3M 0.09% 313
2026
Q1 		$2.43M Buy
20,984
+4,502
+27% +$506K 0.22% 134
2025
Q4 		$1.74M Hold
16,482
– – 0.15% 214
2025
Q3 		$1.89M Hold
16,482
– – 0.21% 146
2025
Q2 		$1.72M Buy
16,482
+7,214
+78% +$768K 0.2% 137
2025
Q1 		$1.01M Buy
+9,268
New +$947K 0.14% 249

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Legato Capital Management's WEC Position: Q2 2026 in Review

Legato Capital Management reduced its WEC Energy (WEC) stake by 54% in Q2 2026, selling an estimated $1.3M and leaving 9,633 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #313.

Legato Capital Management first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.43M in Q1 2026. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Legato Capital Management held 9,633 shares of WEC Energy worth $1.12M as of Q2 2026.
  • Legato Capital Management sold 11,351 WEC Energy shares in Q2 2026, an estimated $1.3M.
  • WEC Energy made up 0.09% of Legato Capital Management's portfolio in Q2 2026, its #313 holding.
  • Legato Capital Management first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
  • Legato Capital Management's WEC Energy position peaked at $2.43M in Q1 2026.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.